Creating a New Product
A Windchill product provides the context under which a team of people can create and manage all of the information that is relevant to the design, manufacture, and support of a customer product. This information includes the following:
A defined data storage area for the business objects associated with a customer product.
A set of rules that control the access to the customer product.
A set of object initialization rules that sets the life cycle templates, team templates, and workflows that are used with the objects that are associated with a customer product. Usually, the numbering scheme and versioning scheme are set at the site level.
The team of users who have access to the product.
Your Windchill solution provides a set of product templates that can be used when you create a product. Templates are used to set up the initial configuration of the product, including a product folder structure, product team, object initialization rules, and access policy rules. For more information on what is set in a product template, see Working With Context Templates. For information on how to create additional product templates, see Using Current Product Settings as a Template.
After you have created a product, you can use the business administration utilities to modify the configuration of the product. For additional information, see the Products and Libraries reference topics.
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Users who are members of the Product Creators group can create products. Additionally, organization administrators can create products. They do not have to be a member of the Product Creators group. Site administrators can also create products but only if they are a member of the organization that is hosting the organization container associated with the product being created. By default, the site administrator is not a member of the organization.
Site and organization administrators can add members to the Product Creators group from the Organizations > Creators table. The new product icon appears on the Products table only if you have the necessary permissions for creating products.
To create a new product, use the following procedure
1. Click the new product icon on the Products table.
The New Product window opens.
2. Select the type of product you are creating from the Type drop-down list.
Multiple types are listed if your site has created subtypes of the wt.pdmlink.PDMLinkProduct type; otherwise, only Product is listed. (If organization identifiers, such as a CAGE code or DUNS number, are enabled at your site, the organization identifier is displayed as a read-only attribute. For additional information, see the Products and Libraries reference topics.)
3. To use a shared team as the context team for the product, enter a team name in the Shared Team field by clicking Find to locate the shared team. To remove a shared team name from this field, click Clear.
This field is not required, meaning that you can leave it blank and select team members after you create the product. If you do select a shared team, you can only select one. This group of members can comprise the entire product team, or additional team members can be added, as long as the shared team you select is set up to allow it and you have selected the Allow roles and/or members to be added locally in this context checkbox.
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This field appears only when shared teams are defined for the organization. For general information about shared teams and the use of shared teams in a product, see Teams.
If you have selected a shared team, select the Allow roles and/or members to be added locally in this context checkbox to be able to add more team roles and members to the product team. You can select this checkbox only if the shared team has been set up to allow for this.
4. In the Name text field, enter the name of the product being created.
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The product name must be a unique product name within the current organization context and cannot contain the following special characters: /, \, :, *, ?, <, >, |, ", or ,.
5. From the Template drop-down list, select the template that you want to use.
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If you chose to use a shared team and the template you selected includes a reference to a shared team, then the shared team you chose to use overrides the shared team specified in the template. All of the shared team roles and members (if any) from the shared team referenced in the template are overwritten by the roles and members of the shared team you selected in the Shared Team field.
For a description of the out-of-the-box product templates, see the Products and Libraries reference topics. For information about creating a template, see Using Current Product Context as a Template. For general information about templates, see Working With Context Templates.
6. In the Description text field, enter a description of the product. The description can have a maximum of 4000 characters.
7. Determine whether you want the product to be a private product to which only selected team members will have access or a public product where all users may have access.
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If a shared team has been selected for the product, then this field is disabled.
To limit the access, select Yes for the Private Access attribute. If you select Yes, then access is restricted to use only the access control policies that are defined within the product context being created; any public access policy rules written at the organization level are not inherited by the product. By selecting Yes, the default domain for the product is moved from the organization PDM domain to the organization Private domain. For more information on the implications of moving domains, see Context and Domain Hierarchy Overview.
If you select No, then the product is accessible based on the access control policies that are defined for the product context and those inherited access control policies defined in the parent context.
8. Click OK to create the product and close the window.
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